The purpose of this guide is to explain how to access a Lead's historic interaction within CallPotential. Before contacting a Lead, it is important to understand their prior interactions in order to provide them a positive experience.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) Leads icon - Click to access your assigned list of Follow-ups (if any) and the full Lead list.
- (B) All - The list will default to showing your Follow-up events. Click to view all Leads. The All list will show all Leads (Active, Rented, & Cancelled), including ones scheduled for Follow-up events.
- (C) Search - Enter to search by specific parameters such as the Lead's name, phone number & unit number. The system will dynamically update as you start entering information.
- (D) Status - The list will default to show only Active Leads. Click to search by All, Rented or Cancelled status.
- (E) Date Range - Click the dropdown to show Leads created within a specific time period.
- (F) Location - The list will default to show Leads created at all locations you have access. Click the dropdown to filter by a specific location(s).
- (G) Additional filters - Click to filter the list by name, email, phone number, the employee who created the Lead, Lead ID, & Lead type.
- (H) Apply - Click to apply your filters and update the list accordingly.
- (I) Reset - Click to remove all applied filters and return the list to its original structure.
- (J) Column Titles - All columns can be sorted alphanumerically by clicking the column title once. Click the column title twice to sort the column by reverse alphanumeric order. Click the column title a third time to remove all sorting. This can be helpful if you're looking for a specific name.
- (K) Open - Click to open the specific Lead card you wish to access.
- (L) History tab - Once inside the Lead card, click to access historical CallPotential communication.
Lead History - Note: Inside the History tab, you may click on a communication event for further details. You may also disposition an unknown event or edit a dispositioned event.
- (M) Communication type - Indicates the communication type. Types include phone, text, email or voicemail and whether it was inbound or outbound.
- (N) Communication - Shows the length of the call/voicemail (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
- (O) Lead Information - Note: Clicking the information icon provides further detailed information. This row provides information regarding a change to the Lead such as;
- When the Lead was created.
- Whether the Lead was created in CallPotential or your Property Management Software, including if a new Lead was created for an existing Customer.
- When the Lead type changed and what it changed to.
- (P) User - Indicates the user who completed the manual task.
- (Q) Time stamp - The date and time the communication occurred.
